See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,104 | $95,971-12.4% | $74,550+12.8% | $135,375-37.9% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -0.63% | 56.96%-57.6pp | 32.53%-33.2pp | 519.73%-520.4pp |
| Employer contribution / active EE | $3,583 | $2,716+31.9% | $1,961+82.7% | $4,779-25.0% |
| Participant deferral / active EE | $2,662 | $3,843-30.7% | $3,108-14.4% | $5,609-52.5% |
| Admin fee / account holder | $4,802 | $6,522-26.4% | $5,060-5.1% | $10,827-55.6% |